Original filing (PDF)20250923123253NAL0007996979001

CALISTA INC.

Name: CALISTA INC. — CALISTA INC. 401K PLAN, Form 5500 (2024)
Creator: CALISTA INC.

Form 5500-SF

FILING_RECEIVED

CALISTA INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALISTA INC..

Plan sponsor

Name

CALISTA INC.

EIN

23-2546609

Address

1211 WILMINGTON PIKE SUITE 301 · WEST CHESTER, PA · 19382

Phone

(610) 399-6677

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

IAL, LLC

PROGRESSIONS 401K PROFIT SHARING PLAN AND TRUST

$4.8M · 44 participants

DOMINIC MICHAEL HAIR DESIGN INC.

DOMINIC MICHAEL HAIR DESIGN 401(K) PROFIT SHARING PLAN

$4.6M · 47 participants

PROFECTUS BEAUTY LLC

$4.9M

GRETTA ENTERPRISES, LLC

GRETTA ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$4.6M · 48 participants

GATEWAY MANAGEMENT GROUP, LLC

GATEWAY MANAGEMENT GROUP, LLC 401(K) PLAN